by admin | Oct 4, 2021 | Inflation
Settling Down September is typically tough. The market finally gave in to the bad news that had been stalking it all year: inflation. This is, of course, thanks to COVID-19, continuing global supply chain disruptions, rising energy prices, stalled fiscal and...
by admin | Jul 10, 2021 | Halftime, The Year 2021
Halftime Review Our clients’ long-term investment plans reaped significant gains in 2020 and have continued to be rewarded in 2021. Most importantly, they continue to make progress toward their financial goals. This quarter ended with markets near all-time highs. This...
by admin | Jul 10, 2021 | Crypto Currencies
Crypto – Welcome to the Grand Illusion Cryptocurrencies. What are they? Should you own them? Are they going to replace the dollar and other currencies? How should I buy them? What is Paragon’s view? Let me be direct: Stay away. It is a classic bubble akin to an...
by admin | Apr 9, 2021 | 2021, Q1
13 Months The last 13 months were like nothing I have ever seen. To remind you of the journey we have traveled together, here are excerpts from my articles in our 2020 newsletters. First Quarter Newsletter / March 31, 2020 COVID-19. A word I never heard of until five...
by admin | Apr 4, 2021 | 2021, Q1, Reversal
Reversal In the first quarter of 2021, we saw assets that did well in 2020 (i.e., bonds and “pandemic” stocks) start performing poorly. While areas that struggled last year (i.e., value and cyclical stocks) are now performing the best. Whether this trend continues...
